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Bulk Edit Template Tasks Over Mulitple Project Templates

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Level 10

8/23/24

Description - Would like to be able to bulk edit like template tasks on separate project templates at the same time

 

Why is this feature important to you - With our templates, we customize them for each of our marketing channels but we do periodically attach the same custom forms to like creative tasks. For example, I was updating over 250 creative tasks over 20+ templates to attach a new custom form to each of these tasks and pre-fill in some field data. I did bulk edit them per each template but this added about an hour of hour to bulk edit each template task sets when I could have bulk edited all 250+ tasks at once to attach the new form and pre fill in a field in a matter of 5 minutes.

 

How would you like the feature to work - Allow bulk editing for all tasks selected within a report regardless of what template they are for

 

Current Behaviour - Currently only able to bulk edit template tasks for the same template

 

Screenshot 2024-08-22 at 2.41.07 PM.png

1 Comment

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Community Advisor

8/23/24

 

Hi @Kiersten_K,

 

Hi Kiersten,

 

For such specific situations, I invite you to consider our Excel Updater solution which can update Template Tasks across multiple Templates (and more...), as well as our Sync Template solution, which allows you to periodically Template Tasks as things change, then synchronize those adjustments out to their related Tasks.

 

Regards,

Doug